Services Concession Contract Procurement Document CC-04 Tender Document Concession Contract for the provision of Taunton Park and Ride Passenger Transport Service Ref: DN165858 Deadline for receipt of completed Tender is by 12:00 Monday 26 Sep 2016 CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 1 of 15 Tender Document To be completed and returned Name of Tenderer Insert organisation name Responses provided within this document will be evaluated by the Council to assess the Supplier suitability to be awarded the Services Concession Contract (Award Criteria). Suppliers should complete each section of the following 9 Schedules. Schedule 1 is the Tender Submission Checklist and should be completed to confirm the content of the Tender submission and list any supporting documentation. Schedules 2 – 8 are the Tender Declarations – these are Pass/Fail schedules and form Stage Two of the Assessment and Evaluation strategy described in the Procedure & Instructions CC01 Schedules 9 is the Tender for the Service – this contains a number of Scored responses to Tender Questions and forms Stage Three of the Assessment and Evaluation strategy described in the Procedure & Instructions CC-01 The Council reserves the right to request further information as necessary to complete a fair assessment of any responses given. Suppliers may be excluded if any response given is not satisfactory or if no response is received to a request for further information. CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 2 of 15 Schedule 1 – Tender Submission Checklist Name of Tenderer Insert organisation name The Tenderer has submitted the following information with this Tender. Schedule Title 1 2 Tender Submission Checklist Contract for the Provision of Services – Acceptance Sheet Form of Tender Declaration of Direct or Indirect Interest Certificate as to Canvassing Certificate of Confidentiality Declaration Certificate of Compliance Insurance Tender for the Service 3 4 5 6 7 8 9 Mark if enclosed N/A ☐ State list of document titles included with this tender submission if required N/A ☐ ☐ ☐ ☐ ☐ ☐ ☐ To be completed and returned CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 3 of 15 Schedule 2 – Contract for the provision of the Service Name of Tenderer Insert organisation name Embedded below is the Terms and Conditions of Contract document P&R Concession Conditions of Contract v1.0.docx Contract for the provision of the service I/We fully accept the terms and conditions as contained in Schedule 2 (P& Concession Conditions of Contract v1.0) Mark with X ☐ Signatory Name Signature Date Please Note: This is a mandatory section, a hard copy of this document with original signatures may be requested from Suppliers at a later date. CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 4 of 15 Schedule 3 – Form of Tender Name of Tenderer Insert organisation name INCORPORATING COLLUSIVE TENDERING CERTIFICATE To: Somerset County Council, County Hall, Taunton Somerset TA1 4DY Having examined the Tender Documents for the performance of the Service, we offer to carry out the said Service in conformity, without qualification, therewith for the commercial arrangement as described in this Tender. Unless and until a formal agreement is prepared and executed, the Tender together with your written acceptance thereof, shall constitute a binding Contract between us. We understand you are not bound to accept the lowest Tender or any Tender you may receive and you will not pay any expenses incurred by us in connection with the preparation and submission of this Tender. We certify that this is a bona fide Tender, and that we have not fixed or adjusted the amount of the Tender by or under or in accordance with any agreement or arrangement with any other person. We also certify that we have not done and we undertake that we will not do at any time before the hour and date specified for the return of this Tender any of the following acts: Communicating to a person other than the person calling for those Tenders the amount of/ approximate amount of the proposed Tender, except where the disclosure, in confidence, of the approximate amount of the Tender was necessary to obtain insurance premium quotations required for the preparation of the Tender; or Entering into any agreement or arrangement with any other person that he shall refrain from Tendering or as to the amount of any Tender to be submitted; or Offering or paying or giving or agreeing to pay or give any sum of money or valuable consideration directly or indirectly to any person for doing or having done or causing or having caused to be done in relation to any other Tender or proposed Tender for the said work any act or thing of the sort described above. In this certificate, the word "person" includes any persons and any body or association, corporate or unincorporated; and "any agreement or arrangement" includes any such transaction, formal or informal, and whether legally binding or not. Signatory Name CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 5 of 15 Signature Date Please Note: A hard copy of this document with original signatures may be requested from Suppliers at a later date. CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 6 of 15 Schedule 4 – Declaration of Direct or Indirect Interest Name of Tenderer Insert organisation name I/We hereby certify that to the best of my/our knowledge and belief, no person or persons who is a Councillor, Officer, Servant or Agent has any direct or indirect interest in or connection with the Supplier. Signatory Name Signature Date Please Note: A hard copy of this document with original signatures may be requested from Suppliers at a later date. CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 7 of 15 Schedule 5 – Certificate of Canvassing Name of Tenderer Insert organisation name I/We hereby certify that I/We have not and will not canvass or solicit any Member, Officer or Employee of Somerset in connection with the preparation, submission and evaluation of this Tender or award or proposed award of the Contract and that to the best of my knowledge and belief, no person employed by me/us or acting on my/our behalf has done or will do such an act. Signatory Name Signature Date Please Note: A hard copy of this document with original signatures may be requested from Suppliers at a later date. CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 8 of 15 Schedule 6 – Certificate of Confidentiality Name of Tenderer Insert organisation name I/We hereby certify that I/We agree with the Council that I/we shall not at any time divulge or allow to be divulged to any person any confidential information, relating to information passed to me/us regarding this project. I/We also accept that this Tender is supplied to us on condition that it is used in connection with the preparation of tenders and for no other purpose. I/We acknowledge that the information contained in the Tender is confidential and we will not without the Council’s prior written consent copy, reproduce, distribute or pass to any other party, other than as strictly required by our organisation in order to obtain appropriate professional advice or for the preparation of our Tender. Where information is disclosed in such circumstances then we shall only disclose it where an undertaking in the same terms as this Certificate regarding confidentiality is first obtained in writing from the receiving party. Signatory Name Signature Date Please Note: A hard copy of this document with original signatures may be requested from Suppliers at a later date. CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 9 of 15 Schedule 7 – Declaration Name of Tenderer Insert organisation name Having examined the Concession Document for the performance of the Service, we offer to carry out the said Service in conformity, without qualification, therewith for the sum/sums described in this Concession Documents. I/We agree that the insertion by me/us of any conditions qualifying this Tender or any unauthorised alteration to any of the Tender documents shall not affect the Contract and may cause the Tender to be rejected. I/We agree that this Tender shall remain open to be accepted or not by Somerset County Council (the Council) and shall not be withdrawn for a period of 6 months from the deadline for the receipt of Tenders. Unless and until a formal Contract is prepared and executed, this Tender, together with the Council’s acceptance thereof in writing, shall constitute a binding Contract between the two parties. I/We certify that the details of this Tender have not been communicated to any other person or adjusted in accordance with any agreement or arrangement with any other person. I/We understand that the Council is not bound to accept any Tender you may receive. I/We certify that this is a bona fide Tender. Signatory Name Signature Date Please Note: A hard copy of this document with original signatures may be requested from Suppliers at a later date. CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 10 of 15 Schedule 8 – Certificate of Compliance for Insurance Name of Tenderer Insert organisation name It is hereby certified that the Supplier is insured against any liability loss claim proceedings and costs whatsoever and whether arising under common law or statute: in respect of personal injury to or death of any person whomsoever whether employed by the Supplier or otherwise; and in respect of any loss or damage whatsoever to any property real or personal including any property belonging to or in the control of the Supplier; and arising out of or in the course or caused by the execution of the Contract. It is further certified that the Supplier has in place, or can commit to obtain prior to commencement of the contract, the minimum levels of insurance (the Required Insurances as set out in Schedule 2 – Contract for the Provision of Service): Commercial motor insurance providing unlimited cover for personal injury and death and cover to the value of £5,000,000 for damage to third party property. Employer’s (Compulsory) Liability Insurance = with a limit of indemnity of not less than £5,000,000 in relation to any one claim, act or occurrence or series of claims, act or occurrences. Public Liability Insurance = with a limit of indemnity of not less than £5,000,000 in relation to any one claim, act or occurrence or series of claims, acts or occurrences. It is further certified that the policies that meet the requirements set out herein bear endorsement indemnifying Somerset County Council as Principal. Signatory Name Signature Date Please Note: A hard copy of this document with original signatures may be requested from Suppliers at a later date. CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 11 of 15 Schedule 9 – Tender for the Service Name of Tenderer Insert organisation name Instructions In order to demonstrate how the Service is proposed to be delivered the following schedule is to be completed and returned with the Tender submission. Tenders must demonstrate that they meet the minimum requirements of the Specification to be considered for Award of the Contract. Tenders that do not meet all of the minimum requirements will fail Stage Three of the assessment and evaluation process. Tenders will score more highly where they demonstrate a level of Service that exceeds the minimum requirements. Answer all of the questions detailed below in the order in which they appear. Use the space provided for your response and follow any specific guidance for each question. The evaluation panel can only make their assessment based on the information provided. It is essential that you keep to the word count specified within each question and do not cross-reference answers. Text exceeding the word count will not be evaluated. Different members of the evaluation panel may evaluate different questions, therefore it is important all information is provided under the appropriate heading. The following scoring system will be applied to the Tender Questions to evaluate responses. Table 2 – Scoring Matrix – Tender Response Score Definition No Response 0 Not completed or completely fails to meet the or failed requirements. response Very Poor 1 Most or all of the requirement/s have not been met, contains significant shortcomings or contains inconsistencies. Poor 2 Some of the requirement/s have not been met or only met in part. Good 3 Satisfies the requirement/s in all material respects. Demonstrates a good level of economic advantage to the Council. Risk High Medium-High Medium Low-Medium CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 12 of 15 Very Good 4 Excellent 5 Satisfies the requirement/s in all material respects. Exceeds the requirement/s by some degree. Demonstrates a very good level of economic advantage to the Council. Satisfies the requirements in all material respects. Exceeds the requirement/s by a significant degree. Demonstrates an excellent level of economic advantage to the Council. Low Very Low Schedule 9 – Tender for the Service No. Description 9 9.1 9.2 Weighting Tender for the Service – General Guidance Detail your proposal for delivery of the Taunton Park & Ride Passenger Transport Service as defined in the Specification CC-02. Demonstrate that the minimum requirements have been met. N/A Demonstrate where your Tender exceeds the minimum requirements. Use sub-headings in your responses in each individual question as detailed below Service – Frequency and hours of operation Describe the Service to be provided under the following headings: Monday – Friday Service – detail frequency and include timetable 20% Saturday Service – state whether this will be offered, and where offered detail frequency and include timetable Maximum 3000 Words Include Timetables as separate document/s – stating the title of attachments in Schedule 1 Response: Vehicles Describe the vehicle/s that will deliver Service. Detail the number and type/s of vehicle that will be used to deliver the Service during off-peak and peak times Include specifications for all vehicles Detail how you will provide the additional ETMs 20% Detail the Information Displays available and the direction wording to be used. Detail your approach to Branding and Livery requirements Detail depot location, cleaning and maintenance arrangements How will you manage any vehicle down time to ensure the Service can be maintained Maximum 3000 Words Include Specifications as separate document/s if required – stating the title of attachments in Schedule 1 CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 13 of 15 Response: 9.3 Fares & Tickets Describe your approach to the Fares for the Service Describe the range of Tickets to be offered. Use the included table to detail the required Fares and any additional Tickets types offered. Describe the process for review and adjustment of Fares and Ticket offerings over the term of the Concession. Maximum 2000 Words Response: Ticket Required Adult Day Return Child Day return Weekly Ticket Calendar Monthly Ticket Annual Ticket Additional eg. Shopper Special eg. Group Ticket (peak) eg. Flexirider Ticket 9.4 9.5 10% Price – Description (if Required) £ £ £ £ £ Staff & Management Please provide details of the following: What induction, training, certification and development will Staff hold or receive during the term of the contract. Describe the Customer Service experience that will be delivered by Staff – include metrics that will be used to demonstrate achievement of performance levels. How will the management of Site requirements be delivered – including opening and closing of Sites and reporting of maintenance, trespass and issues to the Council. Describe how the required Management Information will be provided to the Council and, if proposed, what additional information will be provided How will the service be regulated to ensure the frequency is maintained Maximum 2000 Words Response: Social Value Detail areas where your tender promotes the goals of the Public Services 10% 5% CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 14 of 15 (Social Value) Act 2012 in the areas of improved Social, Environmental and Economic benefit, beyond that required in the delivery of the contract minimum requirements. For reference the Council has a Social Value Policy, including priority areas for Somerset, that is available at: http://www.somerset.gov.uk/EasySiteWeb/GatewayLink.aspx?alId=93361 Maximum 1000 Words Response: 9.6 9.7 Sustainability Detail how your proposed Service will remain sustainable through the term of the Concession. What investment will be made to the Service as part of the Tender? Include any assumptions and detail your risk management strategy. Maximum 3000 Words Response: Service Improvement & Development Over the term of the Concession: Describe how you will ensure the Service is subject to on-going review and improvement. Describe how you propose to develop the Service to take advantage of developments within Taunton and the surrounding area. Maximum 3000 Words Response: 20% 15% CONCESSION - TAUNTON PARK & RIDE 2016-2021 – CC-04 DN165858 26 AUG 2016 15 of 15
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